Phase Approval · Design1 of 2 signed
- Approved
Concept
Client
- Awaiting sign-off
Design
Architect · Client
- Not started
Planning Permit
Architect
Approve PhaseRequest changes
Run your practice, not your spreadsheets.
One workspace for the whole delivery team
- Architects
- Structural
- MEP
- Quantity surveyors
- Contractors
- Clients
Sample project · Harbour Residences
One project, Phase by Phase
- 1Concept
Brief, sketches and options stay with the project, and the client signs off the direction on record.
- 2Planning permit
Permit drawings go out as controlled revisions, so everyone knows exactly which set was submitted.
- 3Technical design
Consultants and client sign off the same revision of every drawing, and each approval is recorded.
- 4Construction
Site checklists and the latest approved drawings keep the work on site in step with the design.
Made for modern practices
Themelio keeps every project moving through its Phases: documents under control, sign-offs on record, and the money side visible to the people who need it.
Project overviewOn track
- Phase
- Design
- Client
- Private owner
- Project Type
- New build
- Lead
- Project architect
- Budget used
- 62%
Project overview
Budget vs costBudgetCost
- Concept milestonePaid
- Design milestoneInvoiced
- Permit milestoneUpcoming
Financials
Everything an architecture ERP should run
Documents, work, people, and money in one system, scoped to each role.
A-101Ground floor planRev C
A-210Elevations and sectionsRev B
S-001Structural calculationsRev A
M-120HVAC layoutRev A
Document control
Document Register with revisions, markups, comments, checklists, and share links for external participants.
MonTueWedThuFri
Architect87684
Technologist6885–
Designer4–678
Resources & timesheets
Allocate people across projects and weeks, and log time against Phases.
Brief & site survey
Concept designdepends on 1
Structural coordinationdepends on 2
Permit applicationdepends on 3
Work & Gantt
Tasks with dependencies, planned on a Gantt inside each Phase.
IFC / BIM viewer
Office documents
Cloudflare R2 storage
Email notifications
Realtime updates
AI copilot
Connected stack
Model viewing, Office editing, storage, email, and realtime built in.
- Sign-off needed: Design Phase ApprovalAction
- Revision requested on S-001Action
- New comment on A-101Notification
- Invoice ready to collectAction
Action hub & notifications
Each person sees the sign-offs, revisions, and invoices waiting on them.
Project constraints
Planning, budget and site conditions kept beside delivery decisions.
Audit log
A record of who changed what, overrides included.
Project templates
Start from a template with its Phase plan ready.
Project chat
A private channel for the assigned team.
Built around every role
Role-scoped access means each person sees the work that is theirs, from the practice owner to the external consultant.
“See financials and utilisation across every project, without chasing spreadsheets.”
Practice owner
FinancialsUtilisation
“Run Phases, keep documents under control, and take approvals to the finish line.”
Project architect
PhasesDocumentsApprovals
“Know what needs your sign-off, open shared documents by link, and follow progress.”
Client
ApprovalsShare linksProgress
“Open only the documents scoped to you, and mark them up in place.”
Consultant
Scoped documentsMarkups
Pricing
Plans per practice. Tailored on a call.
Studio
For small practices running a handful of projects.
Request pricing
Book a demo- Projects with brief, site and constraints
- Phases and Phase Approvals
- Document control with revisions and markups
- Share links for external participants
Most popular
Practice
For established practices coordinating teams and consultants.
Request pricing
Book a demo- Everything in Studio
- Financials: budgets, invoices, payment milestones
- Resources and timesheets
- Work planning with dependencies and Gantt
- AI copilot for briefs and proposed work
Enterprise
For multi-office firms with governance needs.
Custom
Book a demo- Everything in Practice
- Project templates
- Audit log
- Onboarding and data migration
- Priority support
Got questions?
Can't find what you are looking for? Get in touch and we will answer it on a call.
Product
Is Themelio an ERP or a project-management tool?
Both, for architecture and engineering practices. Projects, Phases, Work, Document control, Financials and Resources live in one system, so delivery and the business side of the practice share the same data.
Do you support IFC models?
Yes. Upload an IFC model and open it in the built-in 3D viewer, next to the documents and comments for the same project.
How do clients and consultants get access?
Add them to a project with a role and they get a scoped view built around Document control. For people outside the project, share links let you send a document without asking them to sign up.
Security & data
Where is our data stored, and who can see it?
Files are stored on Cloudflare R2 and project data in Postgres. Access is role-scoped, so each participant only sees what their role allows, and the audit log records activity.
Getting started
Can we import existing projects and documents?
Yes. We help you bring existing projects and documents across as part of onboarding. Tell us what you have on the demo call.
How long does onboarding take?
We onboard you on a call: we set up your practice, your first projects and your team together, so you start from your real work.
How much does it cost?
Plans are per practice and tailored on a call, based on your team and the projects you run. Book a demo and we will put a plan together.
Start running your practice on Themelio
Projects, documents, financials and your team in one place. Book a demo and we will walk you through it with your own workflow.